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Cheryl M Farmer

Investment adviser representative at Mutual of Omaha Investor Services, Inc.
14 yearsExperience
1 stateRegistered in
$32MFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Mutual of Omaha Investor Services, Inc.Apr 2019 to now
  2. Mutual of Omaha Insurance CompanyApr 2019 to now
  3. U. S. Health AdvisorsMar 2018 to now
  4. UnemployedJul 2017 to Feb 2018
  5. Smart SolutionsJun 2013 to Apr 2017
  6. Pika TechnologiesAug 2012 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (GA).

Mutual of Omaha Investor Services, Inc.

$32MAssets managed
7,025Clients
280Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7169996
Firm CRD
611
Advisor's SEC record (opens in a new tab)
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